Wealth Enhancement Advisory Services
TREX icon

Wealth Enhancement Advisory Services’s Trex TREX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Buy
98,472
+34,997
+55% +$1.45M 0.01% 1138
2026
Q1 		$2.26M Buy
63,475
+16,326
+35% +$657K 0.01% 1328
2025
Q4 		$1.78M Buy
47,149
+19,688
+72% +$796K ﹤0.01% 1577
2025
Q3 		$1.44M Buy
27,461
+17,573
+178% +$1.07M ﹤0.01% 1643
2025
Q2 		$583K Buy
9,888
+85
+0.9% +$4.82K ﹤0.01% 2116
2025
Q1 		$570K Sell
9,803
-1,347
-12% -$87.5K ﹤0.01% 1964
2024
Q4 		$770K Buy
11,150
+1,379
+14% +$97.2K ﹤0.01% 1695
2024
Q3 		$651K Sell
9,771
-18,196
-65% -$1.28M ﹤0.01% 1640
2024
Q2 		$2.07M Buy
27,967
+11,455
+69% +$1M ﹤0.01% 968
2024
Q1 		$1.65M Buy
16,512
+573
+4% +$51K ﹤0.01% 1022
2023
Q4 		$1.32M Buy
15,939
+4,110
+35% +$273K ﹤0.01% 1053
2023
Q3 		$729K Buy
+11,829
New +$812K ﹤0.01% 1234
2021
Q4 		– Sell
-12,269
Closed -$1.2M – 333
2021
Q3 		$1.2M Buy
+12,269
New +$1.28M 0.02% 201

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DC
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CIM
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RSC
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CWP
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Handelsbanken Fonder
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KAM
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RFA
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CFMC
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PAM
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